See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,703 | $102,317+104.0% | $146,958+42.0% | $80,856+158.1% |
| Participation rate | 95.2% | 75.8%+19.4pp | 82.2%+13.1pp | 67.6%+27.6pp |
| Annual return | 13.64% | 134.76%-121.1pp | 418.34%-404.7pp | 35.59%-22.0pp |
| Employer contribution / active EE | $6,127 | $3,713+65.0% | $4,933+24.2% | $2,755+122.4% |
| Participant deferral / active EE | $12,964 | $6,644+95.1% | $8,070+60.6% | $4,296+201.8% |
| Admin fee / account holder | $17,346 | $7,941+118.4% | $12,998+33.4% | $6,918+150.7% |